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Tax Efficient Profit Extraction from Businesses & Companies - Live with Jeremy Mindell

Level
Intermediate: Requires some prior subject knowledge
CPD
6 hours
Group bookings
email us to discuss discounts for 5+ delegates
Tax Efficient Profit Extraction from Businesses & Companies - Live with Jeremy Mindell

Select a date

20 Jun 2025
15 Dec 2025

Session

20 Jun 2025

9:30 AM ‐ 4:00 PM

Session

15 Dec 2025

9:30 AM ‐ 4:00 PM

With a SmartPlan £288

With a Season Ticket £320

Standard price £640

All prices exclude VAT

Introduction

The significant changes in the past two years to corporate tax rates, income tax thresholds and national insurance as well as the increase in dividend rates has changed the assumptions regarding how to extract wealth efficiently from an Owner Managed Business.

This virtual classroom session looks at the variables that a practitioner needs to take into account when advising on the optimal balance between salary, bonuses, pensions, dividends and other wealth extraction methods.

What You Will Learn

This live and interactive session will cover the following:

  • The income stream and the impact of the changes to dividend taxation
  • The rules on disguised remuneration and loan charges
  • The income stream and the interaction between payments of:
    • Salary
    • Dividends
    • Benefits
    • Loans
    • Deferred remuneration
  • The capital stream and the ability to extract wealth from a company in terms of the sale or disposal of assets in the business or shares
  • The impact of the changes to:
    • Entrepreneurs' relief
    • Members voluntary liquidation
    • Transactions in securities legislation

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Tax Efficient Profit Extraction from Businesses & Companies - Live with Jeremy Mindell